Janney Montgomery Scott LLC BSJP β€” INV BULLET 25 HI YLD ETF

Ownership history in Janney Montgomery Scott LLC  Β·  15 quarters on record

AI Ownership Summary

Janney Montgomery Scott LLC reported INV BULLET 25 HI YLD ETF (BSJP) in 15 quarterly 13F filings from 2023 Q4 through 2025 Q3. The latest visible filing shows BSJP at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this BSJP ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Janney Montgomery Scott LLC's position in INV BULLET 25 HI YLD ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

BSJP was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

BSJP stock page Janney Montgomery Scott LLC fund profile Janney Montgomery Scott LLC full holdings
How Janney Montgomery Scott LLC held BSJP β€” position size vs. price
% of Fund (quarterly)    BSJP price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 8 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED β€” β€” β€” 11,913 -1,794 -13.1% 0.00% $275K 2025-11-14 (Est.) $23.00
2025 Q2 REDUCED 56.0% +1.1% ❌ 13,707 -17,418 -56.0% 0.00% $316K 2025-07-17 $22.68
2025 Q1 REDUCED 25.2% +1.3% ❌ 31,125 -10,464 -25.2% 0.00% $717K 2025-04-17 $22.39
2024 Q4 REDUCED 8.0% +1.3% ❌ 41,589 -3,602 -8.0% 0.00% $959K 2025-01-17 $22.14
2024 Q3 REDUCED β€” β€” β€” 45,191 -879 -1.9% 0.00% $1.0M 2024-10-29 $21.90
2024 Q2 ADDED β€” β€” β€” 46,070 +1,404 +3.1% 0.00% $1.1M 2024-07-25 $21.41
2024 Q1 REDUCED β€” β€” β€” 44,666 -1,251 -2.7% 0.00% $1.0M 2024-05-01 $21.06
2023 Q4 REDUCED β€” β€” β€” 45,917 -1,783 -3.7% 0.00% $1.0M 2024-02-08 $20.73
7 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding BSJP

As of 2025 Q4 β€” sorted by position size

WFA of San Diego, LLC 3Y 0.03% NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 3Y 7Y 0.01%

FAQ About Janney Montgomery Scott LLC and BSJP

These are the practical questions this page is built to answer before you even open the full history table.

How long has Janney Montgomery Scott LLC reported owning BSJP?

Janney Montgomery Scott LLC reported BSJP across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported BSJP position in Janney Montgomery Scott LLC's portfolio?

The largest reported portfolio weight for BSJP was 0.00% in 2023 Q4.

What is the latest reported BSJP position on this page?

The most recent filing on this page is 2025 Q3, when Janney Montgomery Scott LLC reported 11,913 shares, equal to 0.00% of portfolio, with an estimated market value of $275K.

What does the chart on this BSJP ownership page compare?

The chart compares Janney Montgomery Scott LLC's quarterly BSJP portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Janney Montgomery Scott LLC time their BSJP position?

Based on 13F filing dates vs. subsequent BSJP price moves, Janney Montgomery Scott LLC correctly timed 5 out of 14 reported position changes (36%).

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